Sum180 Lead Coach

Being in sync when it comes to dealing with money is a big plus in any relationship, but it’s not always easy to achieve. Here are some tips to help you and your partner get on the same page financially, and to do […]

Thinking of starting your first 401(k)? Congratulations! Saving for retirement is a tremendously important step towards securing your financial future.  A few tips to get you going:

1. Don’t worry too much […]

Owning a home is one of the most powerful actions you can take for building your overall net worth – and securing your future.

Here’s why:

The amount of money a person spends on rent can be about the same as […]

A healthy approach to dealing with your money isn’t always about focusing on big, long-term goals. Some of the most important things you can do regarding your money are simple tricks that build the foundation for […]

Many of us who take on student loan debt do so believing that we’re making a worthwhile investment in our futures. We assume that we’ll land well-paying jobs right after graduation and be able to pay off our loa […]

Taking out a substantial student loan is not a decision to make lightly. If you’re considering it, my advice to you is to think it through as carefully and thoughtfully as you would any other big investment, such […]

When you’re fresh out of college and worrying about how to land your first job, it’s not easy to think about savings for emergencies, the future, and retirement. But believe it or not, you can take some simple ste […]

It has been a full ten years since Congress first established National Save for Retirement Week to raise public awareness about this issue, but the need to address retirement security has never been more urgent. […]

When it comes to saving for your kids’ college, it’s almost more important what NOT to do. Here are my dos and don’ts for parents worried about paying for their kids’ college.

DON’T save for them before yo […]

We’ve all had the experience of being in a tight spot financially. If you are in a position to help a friend or family member recover from a financial road bump, great! Here are some guidelines that will help y […]

Have you explored “downsizing” your living expenses?
You may know that your living expenses in retirement will likely be between 80% and 100% of your pre-retirement living expenses. Taking a gradual app […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about the issue of declining home ownership.

The issue: Decline […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about managing credit card debt.

The issue: Managing […]

I get asked this question fairly often by people who need a financial adviser they can trust, but who don’t know how to begin to find one – or even what to look for.

For SUM180 members, of course, we have made […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about the student loans and where you can expect to be financially 5 […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about the retirement crisis.

The issue: Retirement […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about the student loan crisis. 

Total student loans are now at […]

In each new installment of the Sum180 Webcast, we discuss issues around your money and share tips to help you reach your goals.

We’re talking about the emergency funds crisis.

The issue: Emergency […]

Much of your financial health depends on practicing good financial habits throughout the year. Balancing your checkbook and paying off credit card balances, for example, must be done every month to avoid […]

It is said that to be good at yoga you need strength, balance and flexibility and that most people have one and a half of these. It is also said that yoga is a practice, because everyone struggles, it is just […]